Purchases and Sales Made in Q2 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES GOLD TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 15.68% |
$55.1K - $59.3K
|
11.3K
$571K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 12.92% |
$54.5K - $58.6K
|
13.2K
$669K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.49K+ 9.26% |
$53.9K - $58K
|
17.6K
$894K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.48K+ 16.22% |
$53.3K - $57.3K
|
10.6K
$537K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.44K+ 392.39% |
$52.2K - $56.1K
|
1.81K
$92K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
1.44K+ 2.84% |
$52K - $55.9K
|
52.1K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.4K+ 9.03% |
$50.7K - $54.5K
|
16.9K
$860K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.4K+ 1.49% |
$50.6K - $54.4K
|
95.4K
$4.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.4K+ 6.55% |
$50.4K - $54.2K
|
22.7K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.38K+ 0.54% |
$50K - $53.7K
|
259K
$13.2M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.37K+ 41.06% |
$49.3K - $53K
|
4.69K
$238K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.35K+ 7.34% |
$48.8K - $52.5K
|
19.7K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.35KNew |
$48.8K - $52.5K
|
1.35K
$68.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.34K+ 0.44% |
$48.5K - $52.2K
|
306K
$15.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.32KNew |
$47.7K - $51.3K
|
1.32K
$67K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.32K+ 13.18% |
$47.5K - $51.1K
|
11.3K
$574K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.3K+ 0.91% |
$47K - $50.5K
|
145K
$7.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.29K+ 21.6% |
$46.5K - $50K
|
7.25K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25K+ 7.93% |
$45.3K - $48.7K
|
17K
$865K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.25K+ 0.73% |
$45.2K - $48.6K
|
172K
$8.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 4.92% |
$44.2K - $47.6K
|
26.1K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.21K+ 19.37% |
$43.9K - $47.2K
|
7.48K
$380K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.17K+ 10.92% |
$42.4K - $45.6K
|
11.9K
$605K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.17K+ 0.42% |
$42.4K - $45.6K
|
282K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.16K+ 1.2% |
$42K - $45.1K
|
98.1K
$4.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.15K+ 3.55% |
$41.5K - $44.6K
|
33.5K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.13K+ 1.24% |
$40.8K - $43.9K
|
92K
$4.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.07K+ 17.8% |
$38.6K - $41.5K
|
7.06K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.07K+ 3.71% |
$38.5K - $41.4K
|
29.8K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.06K+ 2.51% |
$38.2K - $41.1K
|
43.2K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05KNew |
$38K - $40.8K
|
1.05K
$53.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.02K+ 5.43% |
$36.8K - $39.6K
|
19.8K
$1M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
999+ 1.64% |
$36.1K - $38.8K
|
62.1K
$3.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
988+ 29.07% |
$35.7K - $38.4K
|
4.39K
$223K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
978+ 8.23% |
$35.4K - $38K
|
12.9K
$653K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
924+ 15.53% |
$33.4K - $35.9K
|
6.87K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
893+ 0.19% |
$32.3K - $34.7K
|
468K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
891+ 2.74% |
$32.2K - $34.6K
|
33.4K
$1.69M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
889+ 296.33% |
$32.1K - $34.5K
|
1.19K
$60.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
866+ 2.1% |
$31.3K - $33.7K
|
42.1K
$2.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
845+ 7.63% |
$30.5K - $32.8K
|
11.9K
$605K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
838New |
$30.3K - $32.6K
|
838
$42.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
828+ 0.66% |
$29.9K - $32.2K
|
126K
$6.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
819+ 1.69% |
$29.6K - $31.8K
|
49.4K
$2.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
815+ 5.5% |
$29.5K - $31.7K
|
15.6K
$793K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
800+ 10.0% |
$28.9K - $31.1K
|
8.8K
$447K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
794+ 10.2% |
$28.7K - $30.9K
|
8.58K
$435K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
744+ 6.36% |
$26.9K - $28.9K
|
12.4K
$632K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
725+ 873.49% |
$26.2K - $28.2K
|
808
$41K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
715+ 4.7% |
$25.8K - $27.8K
|
15.9K
$809K
|